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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,340 | $65,555+103.4% | $86,216+54.7% | $75,173+77.4% |
| Participation rate | 78.9% | 60.5%+18.5pp | 69.0%+10.0pp | 67.2%+11.7pp |
| Annual return | 16.72% | 46.07%-29.4pp | 1169.42%-1152.7pp | 160.72%-144.0pp |
| Employer contribution / active EE | $581 | $1,553-62.6% | $2,382-75.6% | $2,671-78.2% |
| Participant deferral / active EE | $4,529 | $3,023+49.8% | $3,986+13.6% | $4,126+9.8% |
| Admin fee / account holder | $295 | $5,469-94.6% | $6,853-95.7% | $5,651-94.8% |